What AI Bubble? Alphabet's Business Is Booming

Core Insights - The article highlights Uttam's focus on growth-oriented investment analysis, particularly in the technology sector, including semiconductors, artificial intelligence, and cloud software [1] - Uttam's research extends to MedTech, Defense Tech, and Renewable Energy, indicating a broad interest in various high-growth industries [1] - The Pragmatic Optimist Newsletter, co-authored by Uttam and Amrita Roy, is recognized by major publications like the Wall Street Journal and Forbes, showcasing its influence in the investment community [1] - Uttam's prior experience in Silicon Valley with leading technology firms such as Apple and Google adds credibility to his research and insights [1] Sector Focus - The technology sector is emphasized as a primary area of research, with specific attention to semiconductors, AI, and cloud software [1] - Other sectors of interest include MedTech, Defense Tech, and Renewable Energy, suggesting a diversified approach to investment analysis [1]